Broker Check
Bostian Retirement Planning Logo

Call Us Today! (704) 630-0899

 

Team

 

Raymond Bostian, LUTCF, CLTC, MDRT (TOT)

President and Ed Slott's Master Elite IRA Advisor

(704) 630-0899

(704) 630-0894

Raymond E. Bostian, LUTCF is a graduate of Wingate College with a degree in technology. He is also a nationally recognized retirement educator, seminar speaker, national mentor to other advisors and an advisor to thousands of his own...

Read more

Linda Bostian

Vice-President

(704) 630-0899

(704) 630-0894

Linda, wife of Raymond, is an integral part of the Bostian Retirement team. Her primary responsibilities include overseeing the finances of the firm and the "behind the scenes" details. Linda has a passion for making sure the needs for...

Read more

Ryan Mesimer, CLTC, NSSA, MDRT

Ed Slott Elite IRA Advisor

(704) 630-0899

(704) 630-0894

After graduating from West Rowan High School, Ryan continued his education at Rowan Cabarrus Community College and then pursued a career with Bostian Retirement, acquiring his Life, Health, Medicare Supplement and Long-Term Care...

Read more

Christopher graduated from Catawba College in 2009 with a Bachelor's degree in Communications. He holds his Life, Health, Medicare Supplement and Long-Term Care insurance licenses and is a notary public for the state of North Carolina....

Read more

Stephanie Mesimer, BA

Office Manager

(704) 630-0899

(704) 630-0894

Stephanie is qualified to manage aspects of Bostian Retirement, LLC's marketing initiatives, systems and programs. As Bostian Retirement's office manager since 1999, Stephanie brings a well-practiced skill set to all aspects of the...

Read more

Elizabeth teams with the Bostian Retirement Planning, LLC planners to meet the needs of clients as she is highly trained to be a planner as well if needed. Some of Elizabeth's other responsibilities include creating the Bostian...

Read more

Melissa Morgan

Document Processing Specialist

704-630-0899

Melissa serves as Document Processing Specialist. She is the backbone of anything concerning paperwork at Bostian Retirement Planning, LLC. Melissa is extremely efficient at streamlining all paperwork and serves as the liaison between...

Read more

Christina serves as Event Planner. She brings an enormous amount of energy as she works to ensure that Bostian Retirement Planning's events are top notch and entertaining for all who attend. There is never a problem with Christina,...

Read more

Whitney King

Administrative Support Representative

704-630-0899

Whitney serves as Document Processing Specialist. Her primary focus is anything involving Estate Planning documents at Bostian Retirement Planning, LLC. Whitney has a fast and effective approach to her daily tasks and serves as the...

Read more